Lauren Friedlander
Spectrum Financial Management · San Rafael, California
Lauren Friedlander is a fee-only financial advisor at Spectrum Financial Management in San Rafael, California, who holds the CFP credential. Lauren charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on tax planning and retirement planning.
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Specialties
Facts
| Firm | Spectrum Financial Management |
|---|---|
| Based in | San Rafael, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Assets under management | $278.1M across 150 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7175783 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.spectrumfinancialmgmt.com |
How Lauren's firm compares
- Spectrum Financial Management's average account is about $1.9 million, from its Form ADV (assets managed divided by 150 accounts).
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Questions about Lauren
Is Lauren Friedlander a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Spectrum Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lauren charge for financial advice?
Lauren charges a percentage of assets.
How much does Lauren charge?
According to Spectrum Financial Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Lauren Friedlander based?
Lauren Friedlander is based in San Rafael, California.
What does Lauren specialize in?
Lauren's specialties include tax planning and retirement planning.
What credentials does Lauren Friedlander hold?
Lauren Friedlander holds the CFP credential.
Is Lauren Friedlander registered with the SEC?
Yes. Lauren Friedlander is registered as an investment adviser representative in CA (CRD 7175783), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spectrum Financial Management manage?
Spectrum Financial Management reports $278.1M across 150 accounts in assets under management.
How do I contact Lauren Friedlander?
Through Lauren's website, www.spectrumfinancialmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Spectrum Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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